-17.4%
TOST vs AMIX
-81.0%
+63.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.1% |
| 7D | -3.4% | -13.7% | +10.3% | -3.3% |
| 30D | -2.4% | -62.1% | +59.6% | -1.8% |
| 3M | +34.6% | -46.2% | +80.8% | +34.9% |
| 6M | +15.2% | -46.4% | +61.6% | +15.3% |
| YTD | -4.4% | -60.3% | +55.9% | -4.9% |
| 1Y | -17.4% | -79.7% | +62.3% | -13.3% |
| All | -17.4% | -81.0% | +63.6% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling